Prepaid Customer - ByPass Credit Limit Warning

Hi,
We have customers who have a credit limit, have prepaid payment terms and will prepay their order before delivery....
Is there a way to process the prepayment and bypass the credit limit warning? I tried using a A/R downpayment invoice, but the credit limit warning still appears....
Thanks,
Jane
John

Jane,
Credit limit validation merely takes the DocTotal into consideration. Are you talking about the Warning pop-up or do you have a approval process also?
I don't think the system behaviour can be changed for Customer with a specific payment term.
Suda

Similar Messages

Re: stoping sales to customer when credit limit exceeds

Hai
The credit limit for a customer is fixed at certain amount.Also credit period is fixed at a certain no of days say 30 days.Both these conditions are cumulative. Whichever happens earlier further sales to that particular customer should be blocked.How to set up this?I would like to know what changes should be made in business partner master data or in any other window.Is it available insapB1 8.8 by default .Can this be done in sap B18.8 without coding ?
Edited by: aruntb on Jun 17, 2010 10:23 AM
Edited by: aruntb on Jun 17, 2010 10:24 AM
Edited by: aruntb on Jun 17, 2010 11:04 AM

Hi,
Please check your Online Help (F1) !
General Settings > BP Tab
===
Customer Activity Restrictions You can restrict the creation of sales documents for customers and prompt a warning message according to the following parameters:
Credit Limit u2013 Checks whether adding the sales document for the customer causes deviation from the credit limit defined for the customer (Payment Terms tab in the Business Partner Master Data window).
A warning message appears if <the customer's account balance> + <the amount of the current document> exceeds the customer's credit line.
Commitment Limit u2013 Checks whether adding the sales document for the customer causes deviation from the commitment limit defined for the customer (Payment Terms tab in the Business Partner Master Data window).
A warning message appears if <the customer's account balance>+ <the total amount in undeposited checks> + <the amount of the current document> exceeds the customer's commitment limit.
Once you select the required option(s) described above, select the type of documents to which the restrictions apply and for which a warning message is launched:
- A/R Invoice
- Delivery
- Sales Order
These setting are updated immediately per company, for all users.
===
Cheers

Billing - Representing the customer's credit limit and premitted products

Dear All,
We intend to implement SAP CRM billing model in our system.
Currently we have 2 fundamental questions we need to solve:
1) How to represent the customer credit limit.
2 ) What is the best way to indicate his permitted products
As we operate in the energy and gas industry. An example for usage scenario might be :
The customer can use euro un-leaded fuel up to daily limit of 50 Liters,
and up to a monthly limit of 1000 Liters.
He can also buy 3 specific motor oils types with his loyalty card.
We need a standard way to represent those restrictions our system,
later the billing model will have to take them into account.
Please Advice.
Thank You,
David Tal

Dear Debashish
As per my understanding, this is because the credit limit check is always applicable at 2 levels only i.e. Sales Order and Delivery.
u r talking about Open Billing Doc and Open Items, but this is also covered within Open Sales Orders and Deliveries, isn't it?
Hope this will help u.

Block outbound delivery when customer exeedes credit limit

hi gurus
my client have a scenario:
his customer pays for sales order before set the order (pays down payment by order amount). customer balance is now credited with sales order amount so if he set the order his balance logically will decrease by sales order amount. now my client needs when creating outbound delivery if the employee increase the quantity will be delivered system will popup an error due to credit limit and prevent to saving the outbound delivery.
i hope get help ASAP

Hi,
at which point the employee changes the quantity , in sales order or in delivery?
in order to check your deviveries
see your customizing settings for deliveries credit , its is the 02 Credit Group for Delivery in OVA8.
except other setting check field Deviation in %
Best Regards.

Customer's Credit Limit is zero

Hi all,
I eecuted report RFDKLI40 and i noted that a few customers have credit limit set to 0,00Euro
Could you please help me with what does this mean?
Does this customer by-pass credit limit control or not?
Thanks in advance for your help.
John

Customer's assigned with credit limit equal to zero are "ship-to" and not "sold-to", thus there is no need to pass credit limit.
For example, one customer ("Sold-To") has many branches ("Ship-to") around the country and it has been decided to perform credit limit control on the "sold-to" customer who is also responsible for its branches' orders and payments.
Regards,
John
Edited by: bonijohn on Jun 22, 2010 1:03 PM

Credit Limit warning message?

Hi All
The credit limit is enabled for the customers and the system is giving warning messages wherever the credit limit is deviated. The same warning message appears even though there is no credit limit is set for some customers? why is this/
Thanks
SV Reddy

Hi
This setting s made Globally for all BP's. if it is for One BP Credit Limit is 0.00 , that u have not mentioned ,then SAP wil think that it crossing limit so it will warns. if u want to come for ly particular Bp whose cr. limit defined then u can try with SP_Trans..
Giri

Fetching AR open items and customer's credit limit to Collateral Management

Hi
Is there a badi that you can use to fetch receivables data (open invoices/items and credit limit) from FI-AR to Collateral Management System?
Answer: The badi Get Receivables has to be used
BAPI1010_6 u201ECreditAccountDetail
Other bapi of interest, :
BAPI_AR_ACC_GETOPENITEMS
BAPI_AR_ACC_GETCURRENTBALANCE
Edited by: EI18 on Sep 9, 2011 10:21 PM

Hi,
Open items check means it will consider all the open items when it is doing credit check. Here it adds all the open items amount and do the credit check..
Oldest open item means it will consider only the oldest open item and based on tht i will do credit check..Here i will check the oldest open item value and its date then do the credit check..
Coming to payment terms check, system is responding correctly.. because payment terms are immed due net. tht means still time is there in the same day. that is the reason it is not blocking the second document.
once move to 2nd day then it means first doc is not cleared tht is the reason it is blocking the 2 nd doc on 2nd doc..
Hope u have understand..
Regards
Sankar

Credit Limit By Material with Customer

Dear Experts,
Could you please suggest me any body how to maintain credit limit by material (Product).
Let say Customer Pepsi has 3 products i.e X,Y and Z....pepsi (customer) has credit limit 100 USD. Here the customer credit limit is 100 usd but this customer has that credit limit by product wise that is:
X Product 30 usd
Y Product 50 usd
Z Product 20 USD
When they are creating they wont cross credit limit by product wise even though the customer has credit limit if X product credit limit 20 usd exceeded. Could you please suggest me how to maintain this scenario.
Thanks in advance,
VS

Thanks

Cred.lim.used field in FD32 not getting updated

hi All,
I have a scenario where my Cred.lim.used field which is a %age value is not getting updated in fd32
when I go to fd33 for a customer my Credit limit is 1,000,000.00
and Credit exposure is 1,138.28- but the %age is 0.00 %.
any suggestions
thanks,

Hi
Think logically how it will show the credit limit used in percentage just calculate
credit limit used*100/ total credit limit
1,138.28*100
1,000,000.00
will come to 0.11 % so system wont show it will consider only if it is more than 1%
regards

Sales Order Free item and Credit Limit Checking

Hiii Guys,
need your help,
How to release Sales Order free item when credit limit exceeded ?
Here some info :
Customer : ABC
Credit limit : 50,000.00
Credit Exposure : 52,000.00
Risk Category : 003 High Risk
My user want to create sales order for free item for customer ABC, the customer abc credit limit already exceeded .and the item in sales order not contain any value, it should past the sales order creation. how to allow Free item past the credit limit checking ?

To reslove this issue,
I. you can create a new sales order type. for which you make the credit control de-active.
2. If you can't create a new order type and this cotrol should happen at item category level.
then try config at the IMG>Sales & Distribution>Basic function>creditmanagement>credit management/riskmanagement setting>Determine Active Receivables Per Item Category.
Regards/Rakesh Jindal

Credit Limit VS Posted Date Check

Dear Experts
Our client have a requirement on customer credit limit and I would like to seek for some good solutions.
Here I provide one sample scenario: In SAP Business One a customer with a credit limit of $100,000 and account balance of $110,000. After a posted date check of $20,000 is deposited, customer account balance will be reduced to $90,000 and a Sales Order/ AR Invoice with amount less than $10,000 can be added for that customer without credit limit alert.
However, our client thinks that it is not make sense to reduce the customer account balance given that a posted date check is deposited as the posted date check may not be cashed if the customers do not have money in their account.
Would it be possible to separate posted date check payment amount from deducting the customer account balance? or would it be other workarounds?
Thank you very much
Regards
Elton

Dear jbrotto
Thanks for your reply.
Could you explain in details on how to make use of the commitment limit?
As far as I know, commitment limit also considers the account balance of customer
Regards
Elton

Free item gets confirmed before main item if credit limit is exceeded

Hi,
I am facing an issue,My stock balance is 10000,in sales order ordered main item is 11000 and free items is 1100.IF the credit limit is not activated for the customer means,Scheduled quantities is coming perfect.
Now,The customer's credit limit got exceeded and sales order is released via vkm3 the system is confirming only free items(Tann).It's not confirming main items(Tan).
Kindly suggest me.
Regards,
Prabhu.

Hi
The only other way i see to stop is to tick / activate complete delivery indicator in Sales Order and use incompletion procedure or make this field as mandatory in customer master but in the second case it will be applicable for all orders for customer .
Regards
Rohit

Tracking Credit Limit Change History

Hi,
Does anyone know what tables I would need to look at to track changes to a customer's credit limit? Also any key fields I would need to take note of?
I need to create a SQL query to report on credit limit changes per customer.
Thanks,
Michael

Hi Michael,
This needs to be written a little better but try this!
SELECT     derivedtbl_1.CardCode, derivedtbl_1.CardName, derivedtbl_1.DebtLine, derivedtbl_1.Updated, dbo.OUSR.U_NAME AS [User Name]
FROM         (SELECT DISTINCT CardCode, CardName, DebtLine, MIN(UpdateDate) AS Updated, MIN(LogInstanc) AS Instance
                       FROM          dbo.ACRD
                       GROUP BY CardCode, CardName, DebtLine
                       HAVING      (CardCode = '1000049')) AS derivedtbl_1 INNER JOIN
                      dbo.ACRD AS ACRD_1 ON derivedtbl_1.CardCode = ACRD_1.CardCode AND derivedtbl_1.Instance = ACRD_1.LogInstanc INNER JOIN
                      dbo.OUSR ON ACRD_1.UserSign = dbo.OUSR.USERID
See if its what you are looking for!
Kind regards,
Ben
Edited by: Ben Holmes on Aug 20, 2009 7:55 PM
Edited by: Ben Holmes on Aug 20, 2009 7:56 PM

Credit Limit on basis by specific product

Dear Experts,
Could you please suggest me any body how to maintain credit limit by specific material (Product).
Let say Customer Pepsi has 3 products i.e X,Y and Z....pepsi (customer) has credit limit 100 USD. Here the customer credit limit is 100 usd but this customer has that credit limit by product wise that is:
X Product 30 usd
Y Product 50 usd
Z Product 20 USD
When they are creating they wont cross credit limit by product wise even though the customer has credit limit if X product credit limit 20 usd exceeded. Could you please suggest me how to maintain this scenario.
Thanks in advance,
VS

Workaround is:
1) Create three different credit control areas.
2) Assign the three different credit control areas to the respective sales areas.
3) Maintain different credit limits for the customer in the individual credit control areas.
4) Whenever the order is created in the respective sales area the credit limit for that particular sales area will come into picture.
Assumption is that three different materials belong to three different divisions so that the sales area is differing. Because of different sales area you can assign different credit control areas.
Regards,
GSL.

Credit Limit by specific Material (product)

Dear Experts,
Could you please suggest me any body how to maintain credit limit by specific material (Product).
Let say Customer Pepsi has 3 products i.e X,Y and Z....pepsi (customer) has credit limit 100 USD. Here the customer credit limit is 100 usd but this customer has that credit limit by product wise that is:
X Product 30 usd
Y Product 50 usd
Z Product 20 USD
When they are creating they wont cross credit limit by product wise even though the customer has credit limit if X product credit limit 20 usd exceeded. Could you please suggest me how to maintain this scenario.
Thanks in advance,
VS

hello, friend.
credit management focuses on the customer. credit info centers on the customer/credit account. materials are not directly controlled by credit management.
however, it is possible to do credit management per material by assigning different divisions to your materials. then, you define and assign different credit control areas to your sales areas. indirectly, materials can then be controlled by the different credit control areas. you can have different credit limits for a customer pre credit control area, all controlled in turn by a central credit limit (total).
however, this is not recommended as it complicates your credit management. it may also pose problems in your sales order processing, despite the ability to process several divisions in the same document.
regards.

Prepaid Customer - ByPass Credit Limit Warning

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